🚨NOW LIVE🚨TradePMR has launched its new national campaign, which aims to reach #RIAs in search of better support from their custodial services provider. The campaign includes a new CNBC commercial featuring TradePMR CEO Robb Baldwin, a former #RIA himself. ⬇ Watch the Commercial Below ⬇ Or tune into @CNBC weekdays now until March 2024. #wealthmanagement #RIAcustodian #RIA #financialadvisor CC: Rob Dilbone, R. Scott Victoria, MBA, CFP®, Charles Reiling, Bill Coppel, Jayne Christian, CFP®, Brian C. Sumner, CFP®,CIMA®, Matthew Vasquez, Rob Bessett, CFA
TradePMR
Financial Services
Gainesville, Florida 4,923 followers
Custodial service and technology by RIAs for RIAs. For more information, visit tradepmr.com. TradePMR Member FINRA/SIPC
About us
TradePMR works with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and custodial support to transform their businesses. True to its roots, TradePMR focuses on empowering advisors and their support staff with the tools they need to effectively manage their business and provide exceptional support and service to their clients.
- Website
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https://www.tradepmr.com
External link for TradePMR
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Gainesville, Florida
- Type
- Privately Held
- Founded
- 1998
- Specialties
- Brokerage Services, RIA Trading Tools, Fusion Advisor Workstation, Registered Investment Advisor, Investment Advisors, RIA Services, Services for Financial Advisors , Financial Technology , and Custodial Services
Locations
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Primary
2511 NW 41st Street
Gainesville, Florida 32606, US
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13945 Evergreen Ave
Clearwater, Florida 33762, US
Employees at TradePMR
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Jason Noack
Accomplished Program Management Professional | 20 Years Experience in Financial Services, E-commerce, and Technology | Ethical and Strategic PMO…
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Tony Biancarosa, AWMA®
Executive Leader • Relationship Management Specialist • Practice Management Consultant • Advisor Training Champion • FinTech/WealthTech Strategy &…
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Charles Reiling
Financial Services Industry Entrepreneur
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Charlie Latimer, MBA
VP of Business Development (Series 24, 7, 63 & 3)
Updates
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TradePMR wishes you a happy and restful Labor Day! We are especially grateful for the amazing team we have and the hard work and dedication they offer each day. Our offices will be closed Monday, Sept. 2, as our team members enjoy their well-deserved holiday weekend. #RIA #WealthManagement #LaborDay
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TradePMR’s Advisor Services Team had the pleasure of stopping by the Mitchell + Pahl Private Wealth office this week. Advisor Services Manager Bret Feldman, Relationship Manager, Erin Hardney Foster, and Relationship Manager Jeremy Johnson provided our white-glove approach to enhancing relationships and consistently meeting clients’ unique needs. #RIA #FinancialAdvisor #WealthManagement #FinTech
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How can leveraging data create a more personalized client experience and help drive business growth? Get that answer and much more on Synergize episode 8 with John O'Connell, MBA, Founder and CEO of the The Oasis Group and Synergize host Bill Coppel, Chief Client Growth Officer at TradePMR. Listen and subscribe now: Synergize Podcast | RIA Growth | TradePMR https://hubs.li/Q02N1YZW0 #RIA #FinancialAdvisor #FinTech #AI #WealthManagement
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“Schwab, TradePMR among leading custodian platforms in new study,” says Financial Planning. An in-depth study performed by The Oasis Group named TradePMR’s trading capabilities the best among 10 peers. The report, titled Vantage Point Peaks, is the first in a series that Oasis Group plans to publish every quarter in order to better inform wealth management firms seeking a new custodian, according to Financial Planning. In the study, which includes surveys, product demo evaluations, and client interviews, TradePMR ranked among the top trading and rebalancing capabilities. Read more here: https://hubs.li/Q02MZ26m0 #WealthManagement #RIA #FinancialPlanning This information is being provided as informational only and is not a solicitation for any securities transaction or recommendation. The opinions expressed in this article are not necessarily those of TradePMR or its staff. The Oasis Group, John O’Connell and Financial Planning Magazine, David Miller and Miller Wealth Management are not affiliates with TradePMR. TradePMR, member FINRA/SIPC, does not provide investment, tax or legal advice
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TradePMR is headed west to Huntington Beach, California, for the Future Proof Festival, September 15-18! Chief Product Officer Jon Patullo, Director of Integrations Marcel T., Sr Technical Product Manager Rob Deguzman, Vice President of Business Development Rob Bessett, CFA, and Vice President of Business Development Matthew Vasquez can’t wait to meet you. Be sure to opt in to meet with TradePMR through the Future Proof Festival app or website portal, https://hubs.li/Q02MMSzC0 , by August 29. #FinancialAdvisor #WealthManagement #RIA #FutureProofFestival
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“We are proud to see our team’s hard work reflected in the Ezra Group, LLC's thorough and objective analysis of technology integration,” said R. Scott Victoria, MBA, CFP®, TradePMR’s Chief Operations Officer. “While it is exciting to receive the highest score* for a custodial platform, we will continue to improve our platform and look forward to earning an even higher score in the next evaluation.” Check out TradePMR's latest blog post to learn more about the Ezra Group’s WealthTech Integration Score and how TradePMR earned its ranking. Read more: TradePMR Earns Highest Score Among Custodial Platforms on Ezra Group’s WealthTech Integration Score https://hubs.li/Q02MTgvB0 #FinancialAdvisor #WealthManagement #RIA #FinTech *Ezra Group WealthTech Integration Score, August 2024
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Synergize episode 8 is live! With AI replacing many of the more transactional elements of what advisors have traditionally done, RIAs may want to be purposeful about strengthening emotional connections with clients as part of their growth strategies. And if technology can get us only so far, that begs the question: Are advisors the solution to what AI can’t do? Join John O'Connell, MBA, Founder and CEO of the The Oasis Group, and Synergize host Bill Coppel, Chief Client Growth Officer at TradePMR, to dive into this question. Listen as they explore: 💥How leveraging data to create more personalized client experiences can help drive business growth 💥 Why focusing on niche communities can lead to stronger emotional connections with clients and give advisors a competitive edge 💥Growth opportunities that can come from getting a better handle on your existing client base Listen and subscribe now: Synergize Podcast | RIA Growth | TradePMR https://hubs.li/Q02MKCGD0 #RIA #FinancialAdvisor #FinTech #AI #WealthManagement
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Attending the ECHELON Partners Deals and Dealmakers Summit? Make sure you connect with TradePMR's Chief Legal Officer, Charles Reiling, August 28-29 in Laguna Niguel, California.
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Welcome to the latest edition of TradePMR Talks! In this issue, we emphasize the advantages of developing a custodian RFP and utilizing a custodial assessment guide for RIAs facing a merger or considering a transition. To help you evaluate your options and determine if a move can help your firm, we’ve put together an advisor-focused guide for a custodian review. We're also excited to introduce four seasoned industry professionals who recently joined the TradePMR technology team. Their expertise will play a key role in advancing our Fusion technology and Integration platform as we continue to grow and innovate. Read More: